Universal Banker/PT20HR - Miami Beach South **Some Saturdays Required**

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Client service mindset","Attention to detail"]

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a consistent, high-quality client experience. Cross-trained to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions (ATMs, online and mobile banking), assist with new account openings and problem resolution, and stay compliant with internal controls, risk, and operational procedures.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker/PT20HR - Miami Beach South **Some Saturdays Required**

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide timely, accurate completion of client transactions while maintaining proper handling of assigned monies and delivering a consistent, high-quality client experience. Cross-trained to support sales and service, including outbound calling and Integrated Relationship Management (IRM) activities. Educate clients on digital self-service solutions (ATMs, online and mobile banking), assist with new account openings and problem resolution, and stay compliant with internal controls, risk, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by performing complex and standardized transactions while uncovering client needs.
  • •Educate clients on digital self-service solutions including ATMs, online, and mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, and identifying needs or referring to specialists.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions to clients’ needs.
  • •Follow internal controls, operational procedures, and risk management policies; assist with new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller or cash handling or client service experience.
  • •Six months of client relationship building or sales experience.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and demonstrate proficiency in basic computer applications such as Microsoft Office.
Experience:2+ yearsBankingCustomer serviceSales
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingClient service mindsetAttention to detail
Languages:English
Tech Stack:Microsoft OfficePC keyboardOnline bankingMobile bankingATMs

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn